商业挑战
将解决方案公司. (TSI) was engaged by 信息技术 服务 at a southern public flagship university as a strategic, transformation partner to ensure that appropriate mechanisms were in place to meet the needs of the multi-institution University community for the modernization of its student information systems. One goal of the initiative was to build a more centralized environment for university system-wide functionality. 作为战略yzc666亚洲城, TSI的转型团队致力于识别, 对齐, and drive the needs of the University with the identified institutional priorities as well as analyze the academic governance structure of each institution to ensure 对齐ment with the new system to maximize successful implementation. 在整个项目中使用变更管理策略, TSI emphasized people and 流程 over software while working to ensure that the proposed student information system efficiently and effectively 对齐ed with key university values.
TSI的方法和作用:
方法
为了达到已确定的目标，TSI从事以下工作:
变革与文化管理
To achieve the goals of the digital transformation project, TSI used various strategies. Change management strategies were employed throughout the entire project across the four campuses. TSI评估了不同关键利益相关者小组的变更准备情况, 领导, and other critical players using a series of organizational context definition sessions. TSI worked collaboratively to foster a culture of innovation and improvement throughout IT 服务 and the University campus community. 与利益相关者的对话, 需求的开发, and the early discussions with the vendor regarding functionality all facilitated the development of detailed Business Cases as well as a Roadmap for demoing the proposed software.
IT需要评估和评估
TSI进行资讯科技需求评估，以确定需要的领域, 当前使用的技术, 集成需要, 现有的差距, 功能和技术要求, 等. TSI worked closely with an identified vendor to gather and analyze all necessary 功能和技术要求 to support the customized demonstration of and design of software to meet the needs of the institution. Working collaboratively with representatives from the four campuses and Workday, TSI领导了用户故事的开发, 场景叙述, and personas based on the gathered requirements to lead software functionality demonstrations.
业务流程改进和需求收集
另外, TSI spearheaded process improvement initiatives across the four campuses to assess the current state of readiness for change, 改进的机会, 痛点, 流程复杂性和连接, 新学生制度的要求, 收集学生的资料, 工作人员, 教师, 和管理员的经验. TSI created a visual representation of business 流程 that identified the stakeholders responsible for the process, 它应该达到什么标准, and how the success of each process should be determined for critical entities with direct influence into the Student System. The team also helped drive the designing of future state 流程 to foster interconnectedness throughout campus, 提高大学运作效率, 最大限度地利用技术. These student-focused units were assessed independently at each of the four institutions to document the similarities and differences of the current state business 流程.
TSI管理工艺工作，以便适当地计划, 工作人员, and map out 流程 for all functional areas across the institution that worked with the current student system. This included all functional areas that touched Recruiting and Admissions, 学生记录, 学生账户, 以及体育等方面的财政援助, 财务主管, 金融援助, 注册商, 建议, 国际项目, 研究生院, 在线课程, 和其他人. Processes and session outcomes were used to 对齐 system requirements and 流程 across all four campuses to 对齐 requirements and needs for a new system and ensure all campuses’ needs were met. The team mapped 350 process improvements and held constituent experience sessions and supplemental requirements gathering sessions resulting in the gathering of 1119 unique requirements to support the broader system selection project.
TSI led the process of prioritization of the identified requirements to ensure appropriate infrastructure and planning was established for a smooth implementation.
角色
TSI担任项目经理, 转型领导者, 更改代理, 以及整个项目的协调人. 另外, TSI collaborated and worked closely with the Workday software team to deliver requirements, 演示, 构建用户故事和角色, 满足大学yzc666亚洲城的需求.
结果
Throughout the engagement both the University and TSI gathered data to support progress toward goals, 有效实施方法, 测量结果, 以及投资回报的证据. 其中一些数据包括:
- 350 流程 were mapped for the current state and analyzed collaboratively with TSI and the University
- 在四个校园举办了46次选民体验会
- 145 unique requirements were gathered from the Constituent Experience sessions
- 1119 unique student lifecycle requirements were gathered throughout the duration of this project across the four institutions
- Metric tracking was established to monitor total numbers of: 痛点, 改进的机会, 参与利益相关者, 流程, 和会议举行.
- 20名大学工作人员接受了BPI培训, 精益原则, 项目管理, yzc666亚洲城变革管理
- Methods for tracking business 流程 and desired metrics that were developed with TSI for this project continued to be used for the PMO internal work within the PMO after completion of the project